Senior Financial Strategist

4 days ago


Vancouver, British Columbia, Canada Scotiabank Full time

Scotiabank is a leading bank in the Americas, guided by our purpose: "for every future". We help our customers achieve success through a range of advice, products and services.

Job Summary:

We are seeking an experienced Senior Financial Strategist to join our Canadian Banking Branch network. As a key member of our team, you will provide exceptional service to our customers, building strong relationships and delivering personalized financial strategies.

About the Role:

  • Proactive approach to discovering customer needs and providing relevant insights and expert advice
  • Educating customers on day-to-day banking, investments and borrowing solutions
  • Building comprehensive plans using a holistic approach to help customers achieve their goals
  • Nurturing long-standing relationships with customers
  • Developing, retaining and growing branch business by delivering against individual and team sales goals

Requirements:

  • Strong customer-centric approach and ability to connect with people in a relatable way
  • Mutual Funds licence and working towards CIFP Diploma
  • Strategic mindset and proven ability to meet and exceed sales targets

Benefits:

  • Competitive compensation and benefits package
  • Opportunity to work in a forward-thinking organization with a collaborative team
  • Clear, transparent criteria for career progression
  • Internal training and development opportunities to support growth and advancement

Location:

Canada, British Columbia, Vancouver



  • Vancouver, British Columbia, Canada VALLEX DEEP CONSTRUCTION LTD. Full time

    Job Title: Senior Financial StrategistVALLEX DEEP CONSTRUCTION LTD. is seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key Responsibilities:Develop and implement financial...


  • Vancouver, British Columbia, Canada ENOCH WEALTH INC. Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Enoch Wealth Inc.The ideal candidate will have a strong educational background and relevant experience in financial analysis, investment research, and market trends.


  • Vancouver, British Columbia, Canada The University of British Columbia Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at the University of British Columbia. In this role, you will play a key part in supporting the Finance Manager by providing data analysis, preliminary hypothesis, and insights to inform decision-making across various units.


  • Vancouver, British Columbia, Canada Enotecca Wineries and Resorts Inc Full time

    Job Summary:As a Senior Financial Strategist at Enotecca Wineries and Resorts Inc, you will play a crucial role in shaping the company's financial future. Your primary responsibility will be to develop and implement effective budgeting and investment strategies that align with the company's overall goals.Key Responsibilities:• Plan and control budget and...


  • Vancouver, British Columbia, Canada Derma Bright Clinic Full time

    At Derma Bright Clinic, we are seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in financial management. Key responsibilities include allocating resources, establishing organizational objectives, and representing the company in official functions. The...


  • Vancouver, British Columbia, Canada Derma Bright Clinic Full time

    At Derma Bright Clinic, we are seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in financial management. Key responsibilities include allocating resources, establishing organizational objectives, and representing the company in official functions. The...


  • Vancouver, British Columbia, Canada Vithu Developments Ltd. Full time

    Job DescriptionVithu Developments Ltd. is seeking a highly skilled Senior Financial Strategist to join our team. The ideal candidate will have a strong background in finance and financial management services, with a minimum of 5 years of experience in a similar role.Key ResponsibilitiesDevelop and implement financial strategies to drive business growth and...


  • Vancouver, British Columbia, Canada Derma Bright Clinic Full time

    At Derma Bright Clinic, we are seeking a Senior Financial Strategist to lead our financial operations and drive business growth. The ideal candidate will have a Bachelor's degree and at least 5 years of experience in financial management.Key ResponsibilitiesDevelop and implement financial strategies to achieve organizational objectivesManage budgets and...


  • Vancouver, British Columbia, Canada Keltic Canada Development Co. Ltd. Full time

    OverviewKeltic Canada Development Co. Ltd. is seeking a highly skilled Senior Financial Strategist to lead our financial operations and budget activities.Job SummaryWe are looking for an experienced professional to coordinate the organization's financial performance, direct staff, and plan and control budget and expenditures. The ideal candidate will have a...


  • Vancouver, British Columbia, Canada Derma Bright Clinic Full time

    As a Senior Financial Strategist at Derma Bright Clinic, you will be responsible for allocating resources to implement organizational policies and programs. You will establish objectives for the organization and formulate or approve policies and programs. Additionally, you will represent the organization in negotiations or other official functions and...


  • Vancouver, British Columbia, Canada Enotecca Wineries and Resorts Inc Full time

    We seek a highly skilled Chief Financial Strategist to join our team at Enotecca Wineries and Resorts Inc.As a Chief Financial Strategist, you will be responsible for planning and controlling budget and expenditures, establishing and implementing policies and procedures, and designing and managing investment strategies. You will also oversee the collection...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Transform Your Career as a Financial StrategistJob SummaryWe are seeking a skilled Financial Strategist to join our team at Royal Bank of Canada. As a Financial Strategist, you will be responsible for building and managing long-term client relationships, providing personalized financial planning and investment advice, and helping clients achieve their...


  • Vancouver, British Columbia, Canada Keltic Canada Development Co. Ltd. Full time

    Job Summary: We are seeking a highly skilled Chief Financial Strategist to join our team at Keltic Canada Development Co. Ltd. as a Finance Director. The successful candidate will be responsible for coordinating the organization's financial operations and budget activities to optimize financial performance.Key Responsibilities:Financial Planning and...


  • Vancouver, British Columbia, Canada Derma Bright Clinic Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Strategist - Business Services to join our team at Derma Bright Clinic. The ideal candidate will have a strong background in financial management and a proven track record of success in developing and implementing financial strategies.Key ResponsibilitiesDevelop and implement financial strategies to...


  • Vancouver, British Columbia, Canada City of Vancouver Full time

    Job Title: Senior Housing StrategistWe are seeking a highly skilled Senior Housing Strategist to lead our team in developing and implementing innovative solutions to address Vancouver's housing needs.


  • Vancouver, British Columbia, Canada Scanline VFX Inc Full time

    We are seeking a highly skilled Chief Financial Strategist to join our team at Scanline VFX Inc.About UsScanline VFX is an award-winning leader in the visual effects industry with 7 studios worldwide. Since our beginning, we strive to set the highest standard of quality in everything we do. Through innovation, we generate solutions for our clients and raise...


  • Vancouver, British Columbia, Canada Independent Poke Bar Ltd. Full time

    At Independent Poke Bar Ltd., we are seeking an experienced Senior Operational Strategist to lead our team and drive business success. This is a full-time position, offering a competitive salary of $120,000 - $150,000 per annum, depending on experience.Job SummaryThe Senior Operational Strategist will be responsible for developing and implementing...


  • Vancouver, British Columbia, Canada TalentSphere Staffing Solutions Full time

    Job Description:We are seeking a highly skilled Executive Financial Strategist to join our team at TalentSphere Staffing Solutions.About the Role:This is an exciting opportunity for a seasoned finance professional to lead our financial planning and analysis efforts. As an Executive Financial Strategist, you will play a critical role in driving business...


  • Vancouver, British Columbia, Canada Keltic Canada Development Co. Ltd. Full time

    Job SummaryThe Chief Financial Strategist will be responsible for the organization's financial operations and budget activities to optimize financial performance.Key ResponsibilitiesCoordinate financial operations and budget activities.Direct staff and plan and control budget and expenditures.Plan and organize daily operations and train staff.Establish and...


  • Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Senior Financial Strategist for Mid-Market Mergers and AcquisitionsAbout the Opportunity:The Royal Bank of Canada is seeking a skilled Senior Financial Strategist to join its Mid-Market Mergers and Acquisitions team in Vancouver. This exciting role offers the opportunity to work with a national group focused on providing value-added services to...